Experience and Background

My passion is to help people develop financial strategies to improve the direction of their life and that of their families. My life story has led me to where I am today and I am proud and thankful for these experiences, as they help me to strive to be the best financial advisor I can be for my clients.

I was born and raised in the communist country of Albania. In 1996, I immigrated to the United States in search of freedom and a better life. I did not know a word of English, had no money and worked two and three jobs just to pay my bills. Through determination and hard work, I was able to learn a second language and earn my Bachelor of Arts degree in accounting.

While working on my degree, I was a personal banker at Southwest Bank. In 2003, I was fortunate to join Edward Jones as a branch office administrator. After a short time in this role, I moved into our home office and worked in the operations and finance areas where I developed a deep understanding of our industry. In 2014, I decided to become a financial advisor so I could make an impact on people’s lives.

I value the opportunity to use all of my life experiences to help my clients not only reach their goals, but become more confident in their ability to navigate their financial path. My clients often come to me during times of transition, such as retirement or receiving an inheritance. I enjoy the challenge of developing complex, high net worth strategies, which often require collaboration with other professionals such as CPAs and attorneys.

My number one goal is to understand what’s most important to my clients, so we can build personalized strategies to help them reach their goals. I look forward to partnering with you to help you achieve your financial goals as well. It all starts with a single conversation, so let's begin.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Outdoor Enthusiast
  • Volleyball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

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